How To Establish A Technology Alignment Charter For CRM

June 29th, 2022

Kate Leggett VP, Principal Analyst

Katie Linford Principal Analyst

With contributors:

Linda Ivy-Rosser , Kara Wilson , Ian McPherson

Summary

Companies often undertake initiatives to align CRM investments with long-term business objectives, but they don’t clearly define and communicate the goals, objectives, and scope. They sometimes fail to fully identify the known risks, constraints, and dependencies. Unless companies define these elements, CRM alignment initiatives can take longer than expected, be more expensive than planned, or fail to produce successful results.

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